Head Of Family Office
Alliance Resource GroupLos Angeles, CA
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Job Description
Job Title: Head of Family Office (Accounting Services)Company: Multi-Family Office Key ResponsibilitiesLeadership & Service Delivery
- Own end-to-end delivery of family office accounting services across a portfolio of UHNW clients and complex entity structures.
- Set the operating cadence for monthly/quarterly closes, reporting timelines, and client deliverables; ensure consistent quality and responsiveness.
- Serve as a senior escalation point for complex accounting issues, reconciliations, and service delivery challenges.
- Partner with relationship managers/advisors to align accounting deliverables with broader wealth planning, cash management, and reporting needs.
- Oversee general ledger operations and financial reporting for multiple entities including partnerships, LLCs, trusts, and private foundations.
- Ensure accurate cash reporting, reconciliations (bank/brokerage/credit card), intercompany activity, and supporting schedules.
- Establish and maintain policies and controls for bill pay, approvals, wires, and sensitive transactions; manage audit trails and documentation.
- Review and approve financial statements, management reports, and customized client reporting packages.
- Coordinate with tax teams (internal or external) to ensure clean tax-ready books, timely K-1 support, and effective year-end planning. Team Building & Talent Development
- Lead, mentor, and develop a high-performing team; set clear expectations, career paths, and performance metrics.
- Support hiring and staffing plans as the platform grows; ensure appropriate leverage and coverage.
- Train teams on best practices around multi-entity accounting, client service standards, confidentiality, and controls.L
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FAQs About Head Of Family Office Jobs at Alliance Resource Group
What is the work location for this position at Alliance Resource Group?
This job at Alliance Resource Group is located in Los Angeles, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Alliance Resource Group?
Employer has not shared pay details for this role.
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